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EFG Asset Management’s Willdan Group WLDN Stock Holding History

EFG Asset Management’s Portfolio WLDN Stock Details WLDN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$2.4M Buy
+24,812
New +$2.35M 0.31% 133

Other funds holding WLDN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DSCM
Divisadero Street Capital Management Miami, Florida $2.39B AUM 134.55% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TI
Trexquant Investment Stamford, Connecticut $13.9B AUM 31.98% 1-Year Est. Return

EFG Asset Management's WLDN Position: Q3 2025 in Review

EFG Asset Management opened a new position in Willdan Group (WLDN) in Q3 2025: 24,812 shares worth $2.4M. The stake represents 0.31% of the portfolio and ranks #133 among its holdings.

256 funds tracked by Wall St. Rank hold WLDN as of Q3 2025.

  • EFG Asset Management held 24,812 shares of Willdan Group worth $2.4M as of Q3 2025.
  • Willdan Group was a new EFG Asset Management position in Q3 2025.
  • Willdan Group made up 0.31% of EFG Asset Management's portfolio in Q3 2025, its #133 holding.
  • 256 funds tracked by Wall St. Rank held Willdan Group as of Q3 2025.

Based on EFG Asset Management's 13F filing for Q3 2025, filed 3 Nov 2025.